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FT Vest SMID Rising Dividend Achievers Target Income ETF

86 hedge funds and large institutions have $210M invested in FT Vest SMID Rising Dividend Achievers Target Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $193M → $210M (+$17.9M)

5% more funds holding

Funds holding: 8286 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.77% less ownership

Funds ownership: 51.09%42.33% (-8.8%)

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
43
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFP Advisors
Florida
$1.59M +$179K +9,081 +13%
OMC
27
Old Mission Capital
Illinois
$1.36M +$1.31M +66,301 New
MIM
28
MTM Investment Management
South Carolina
$1.34M +$7.9K +400 +0.6%
IA
29
Integrity Alliance
Iowa
$1.34M +$261K +13,198 +25%
WA
30
Whipplewood Advisors
Colorado
$1.18M -$1.26M -63,917 -53%
IAIM
31
International Assets Investment Management
Florida
$1.12M +$366K +18,518 +52%
Jane Street
32
Jane Street
New York
$1.1M +$647K +32,762 +155%
AAP
33
Arax Advisory Partners
Colorado
$1.04M +$153K +7,762 +18%
MW
34
Maia Wealth
Colorado
$1.03M -$73.3K -3,711 -7%
AAS
35
Ameritas Advisory Services
Nebraska
$982K -$146K -7,376 -13%
SG
36
StoneX Group
New York
$899K -$64.4K -3,262 -7%
GIA
37
Gladstone Institutional Advisory
Florida
$862K +$830K +42,023 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$854K -$627K -31,765 -43%
GSIAS
39
Garden State Investment Advisory Services
New Jersey
$845K -$99.5K -5,036 -11%
1W
40
1776 Wealth
Georgia
$796K +$767K +38,834 New
CIAS
41
Capital Investment Advisory Services
North Carolina
$751K +$169K +8,563 +31%
CA
42
Cambridge Advisors
Nebraska
$718K +$275K +13,901 +66%
TA
43
TrueWealth Advisors
Alabama
$605K +$15.1K +765 +3%
SOS
44
Silver Oak Securities
Tennessee
$532K +$17.3K +876 +3%
NFG
45
Nations Financial Group
Iowa
$532K +$180K +9,130 +54%
CWP
46
Core Wealth Partners
California
$526K +$108K +5,452 +27%
SA
47
Sanctuary Advisors
Indiana
$522K -$1.94K -98 -0.4%
SW
48
Schulz Wealth
Texas
$486K
TWM
49
Trueblood Wealth Management
Ohio
$481K +$32.3K +1,637 +8%
MML Investors Services
50
MML Investors Services
Massachusetts
$469K +$18.3K +927 +4%

SDVD Hedge Fund Activity: Q2 2025 in Review

86 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) for Q2 2025, worth a combined $210M — up 9.3% from $193M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDVD positions and 7 closed out — a net gain of 4 holders — while 43 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.14M. The largest seller was Royal Bank of Canada, cutting an estimated $3.99M.

  • 86 institutional investors held FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) as of Q2 2025, up from 82 in Q1 2025.
  • Funds reported $210M of FT Vest SMID Rising Dividend Achievers Target Income ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 11 funds opened new FT Vest SMID Rising Dividend Achievers Target Income ETF positions in Q2 2025 and 7 closed out, a net change of +4 holders.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF buyer in Q2 2025 was LPL Financial, an estimated $6.14M added.
  • The largest FT Vest SMID Rising Dividend Achievers Target Income ETF seller in Q2 2025 was Royal Bank of Canada, an estimated $3.99M sold.

Based on aggregated 13F filings for Q2 2025.